A strong emphasis on time-tested investments and nothing speculative.
100% Fee-Only. As a fee-only fiduciary, I am only paid by you.
At First Shelbourne, I believe high-quality fiduciary advice shouldn't come with a high price tag. While the industry average fee is approximately 1.02% annually, my standard fee is 0.50%.
Industry average based on 2025 AdvisoryHQ and Kitces Research studies. Lower fees do not guarantee higher investment returns. All investing involves risk.
I replaced the high-overhead franchise model with a lean, independent fiduciary structure. This allows me to offer professional 401(k) and IRA management for a single 0.50% fee. No hidden layers, no corporate markups.
After 20 years as a New York police officer, I founded First Shelbourne on the same principles that defined my career: integrity and protection. As an independent fiduciary RIA, I provide civil service workers, retirees, business owners, and anyone who needs funds invested a transparent alternative to high-overhead national franchises.
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First Shelbourne LLC is a registered investment advisor in New York. Financial advisor services are offered through First Shelbourne LLC, an investment advisory firm domiciled in the State of New York. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by our firm in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or under an applicable state exemption. This material is provided for informational purposes only and is not intended to be relied upon as a forecast, research, or investment advice, and is not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy.
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